The Irrelevant Investor

JUNE 15, 2019

There has been a pretty steep drop-off in participation for people under 25 years old, from 57% in 2014 to 38% in 2017. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Finally, the chart below breaks down account balance by income and age. There is way too much of it.

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Good Financial Cents

MAY 1, 2023

Diversifying Your Contributory IRA Portfolio Diversification is an essential strategy for maximizing the returns of a Contributory IRA account while minimizing risks. Diversification involves investing in a variety of asset classes, such as stocks, bonds, and cash, to spread out the risk and reduce the impact of market volatility.

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Random Roger's Retirement Planning

SEPTEMBER 7, 2024

In 2022 we wrote a couple of posts about the Dragon Portfolio which an interesting idea inspired by the Permanent Portfolio which allocates 25% each to stocks, long bonds, cash and gold. Dragon is similar to the Cockroach Portfolio in that it is offered at a high minimum to sophisticated investors.

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Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:11. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. Starting Points. That can be a mistake.

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The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

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Carson Wealth

DECEMBER 18, 2023

At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. The average return over rolling five-year periods from 1923 through 2017 is about 11% (before inflation). That is why we seek to control risk in our portfolios.

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Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

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Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

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Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

Fri, 09/22/2017 - 12:58. Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? ESG and the Stock-­Picker’s Dilemma.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

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Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

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Brown Advisory

FEBRUARY 15, 2019

Valuation is one of the key drivers of long-term future equity market returns, and as such, we thought an appropriate topic for this year’s publication would be a deeper dive into valuation—the figures we examine to gauge valuation, the manner in which we adjust portfolios to valuation shifts, and the state of market valuations today in our view.

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Brown Advisory

SEPTEMBER 29, 2020

according to a 2017 survey by the American Council on Gift Annuities (ACGA), more than 4,000 nonprofit institutions offered CGA options to their donor bases. CGAs are a fairly common option in the U.S.—according Other factors to consider include: The targeted residuum (i.e.,

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Brown Advisory

SEPTEMBER 29, 2020

according to a 2017 survey by the American Council on Gift Annuities (ACGA), more than 4,000 nonprofit institutions offered CGA options to their donor bases. The availability of other liquid unrestricted assets to make payments on any contracts that might run out of money. CGAs are a fairly common option in the U.S.—according

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Brown Advisory

NOVEMBER 20, 2018

Deficit spending, resulting in part from the late 2017 tax reform legislation, is adding to the national debt at a rapid pace that will only worsen as interest rates climb. As a result, many clients are asking how best to protect their portfolios against the inevitable downturn in stocks. While current economic conditions in the U.S.

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Brown Advisory

NOVEMBER 20, 2018

Deficit spending, resulting in part from the late 2017 tax reform legislation, is adding to the national debt at a rapid pace that will only worsen as interest rates climb. As a result, many clients are asking how best to protect their portfolios against the inevitable downturn in stocks. While current economic conditions in the U.S.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

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Brown Advisory

JUNE 21, 2017

Wed, 06/21/2017 - 12:35. Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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James Hendries

JUNE 20, 2023

The most egregious example appears to be in 2015 (green line) when the Committee expected interest rates in 2017 to be above 3.5%, when in actuality they were closer to 0.50% that year. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

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The Big Picture

JUNE 13, 2023

But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there.

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The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. 2017 : “[T]he most broadly overvalued moment in market history.” Some years ago, The Wall Street Journal asked him how, given his work, he structured his own portfolio.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. We also believe that it’s important to stay within the discipline of a particular portfolio strategy, such as intermediate duration, “core,” certain quality standards and so forth.

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Brown Advisory

NOVEMBER 14, 2017

Tue, 11/14/2017 - 16:18. While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Investment Perspectives | “Undoing” the Fed’s Balance Sheet. Big Balance Sheet.

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The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. He says even God would get fired as a portfolio manager.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.”

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time. Fri, 02/03/2017 - 14:19. With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.”

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Versus, Hey, you know, if you have a portfolio with a B, C de, here’s what you can expect. Well, most naive value portfolios are stuffed with financials.

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The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

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